+17.8%
AVGO vs ABT
-16.1%
+33.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | 0.0% |
| 7D | -3.0% | -3.7% | +0.7% | -4.5% |
| 30D | -14.4% | +2.5% | -16.9% | -13.5% |
| 3M | -14.4% | +20.2% | -34.6% | -7.1% |
| 6M | +13.1% | -2.9% | +16.1% | +17.2% |
| YTD | +3.8% | -11.9% | +15.7% | -0.3% |
| 1Y | +17.8% | -16.5% | +34.3% | +8.5% |
| All | +17.8% | -16.1% | +33.9% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ABT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling